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Pinnacle Wealth Planning Services’s Axos Financial AX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$267K Buy
2,737
+36
+1% +$3.24K 0.03% 419
2026
Q1 		$230K Buy
2,701
+41
+2% +$3.74K 0.02% 430
2025
Q4 		$229K Buy
2,660
+183
+7% +$15.1K 0.02% 424
2025
Q3 		$210K Buy
+2,477
New +$216K 0.02% 439
2021
Q1 		– Sell
-2,163
Closed -$82K – 487
2020
Q4 		$82K Buy
+2,163
New +$68.4K 0.02% 561

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's AX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Axos Financial (AX) stake by 1.3% in Q2 2026, buying an estimated $3.24K and bringing the position to 2,737 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #419.

Pinnacle Wealth Planning Services first reported a position in AX in Q4 2020 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,737 shares of Axos Financial worth $267K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 36 Axos Financial shares in Q2 2026, an estimated $3.24K.
  • Axos Financial made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #419 holding.
  • Pinnacle Wealth Planning Services first reported a position in Axos Financial in Q4 2020 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.